Who Owns ISHARES TR INVT GRAD SY ETF (IGEB)? -- Institutional Holders (2026-06-30)

101 institutions reported holding $609.6M of ISHARES TR INVT GRAD SY ETF (IGEB) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($177.8M), State of New Jersey Common Pension Fund D ($86.7M), Hennion & Walsh Asset Management, Inc. ($38.9M), Cambridge Investment Research Advisors, Inc. ($38.6M), WALLER FINANCIAL PLANNING GROUP, INC ($28.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$177.8M3.9MAdded
2State of New Jersey Common Pension Fund D$86.7M1.9MHold
3Hennion & Walsh Asset Management, Inc.$38.9M861,241Added
4Cambridge Investment Research Advisors, Inc.$38.6M856,206Added
5WALLER FINANCIAL PLANNING GROUP, INC$28.2M624,286Added
6Merit Financial Group, LLC$28.0M620,167Added
7Ameliora Wealth Management Ltd.$19.4M429,861Added
8DORVAL Corp$18.4M408,504Added
9Envestnet Portfolio Solutions, Inc.$15.9M352,912Added
10Heck Capital Advisors, LLC$12.2M269,354New
11COMMONWEALTH EQUITY SERVICES, LLC$11.7M259,326Added
12CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$11.5M255,722Trimmed
13Kelly Financial Services LLC$11.4M253,415Added
14ASSETMARK, INC$9.4M209,120Added
15EXCHANGE TRADED CONCEPTS, LLC$7.5M166,579Trimmed
16Systelligence, LLC$7.2M158,594New
17DIVERSIFY WEALTH MANAGEMENT, LLC$6.8M153,618Added
18Breakwater Capital Group$6.1M135,818Trimmed
19Private Advisor Group, LLC$6.0M133,936Trimmed
20PARK AVENUE SECURITIES LLC$5.2M116,092Trimmed
21Hoese & Co LLP$4.9M109,648Added
22Accel Wealth Management$4.0M88,009Trimmed
23C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$3.8M84,783Added
24Lunt Capital Management, Inc.$3.7M82,063Added
25JB Capital LLC$3.5M78,514Added

Source: SEC Form 13F filings · as of 2026-06-30